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CFP

Andrew Wilson

Empower Advisory Group, LLC
24 Years of Experience
Needham, MA
Broker
View SEC Summary
View SEC Summary

Andrew Wilson is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Needham, MA, with 24 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Empower Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Needham, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Empower Advisory Group, LLC
September 2019 - Present · 7 yrs 1 mo
Empower Financial Services, INC.
September 2019 - Present · 7 yrs 1 mo
Empower Financial Services, INC.Broker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Strategic Advisers LLC
January 2016 - April 2018 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
December 2015 - April 2018 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
October 2009 - January 2016 · 6 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 2009 - January 2016 · 6 yrs 3 mos
Ameriprise Advisor Services, INC.Broker
September 2009 - October 2009 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
February 2001 - May 2005 · 4 yrs 3 mos
Summit Trading, INC.Broker
September 2000 - January 2001 · 4 mos
Evergreen Investment Services, INC.Broker
May 2000 - August 2000 · 3 mos
State Registrations5 states
CTMAMENHRI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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